Heritage Oak Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Sell	1,584 -81	-5%	-$12.4K	0.09%	66
2025 Q1	$276K	Sell	1,665 -428	-20%	-$71K	0.12%	59
2024 Q4	$303K	Buy	+2,093	New	+$303K	0.14%	55
2024 Q3	–	Sell	-3,813	Closed	-$557K	–	179
2024 Q2	$557K	Buy	+3,813	New	+$557K	0.28%	49